Excel Formulas YOU NEED for Business & Finance Roles

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Published 2022-03-06
Most useful excel formulas for business & finance professionals.
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10 of the most useful excel formulas for business and finance professionals. These excel formulas include xlookup, text to columns, concatenate, sumifs, data validation, find & replace, unique, transpose, conditional formatting, and date functions.

To practice these, we will be using Apple's financials and their product line. Furthermore, to replicate a real-life example, we'll be interacting with our manager. These awesome formulas will help you increase your productivity and impress your colleagues and superiors. This video is suitable for all levels of excel..

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Chapters:
0:00​ -​ Intro
0:33 - Find & Replace
1:20​ - Unique Function
1:50​ - Transpose
2:25​ - SumIFs
4:30​ - Conditional Formatting
6:35​ - Data Validation
7:45​ - Xlookup
10:00​ - Text to Columns
10:45 - Concatenate

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All Comments (21)
  • Currently watching you Excel for Business and Finance playlist to prepare for my internship at BofA in a few weeks! Thank you Kenji for providing knowledge like this for free while I'm in college!
  • @Beneficiis
    From my perspective the most useful formuals are IF, VLOOKUP, INDEX&MATCH, SUMIF/SUMIFS and IFERROR :). Afterwards cube formulas referring to data model, if some more advanced stuff needs to be done, maybe also unpivot function in power query. There never was time during work with excel when these things weren't enough to solve the issue (obviously things like find&replace, clear formatting, remove duplicates, conditional formatting and text to columns are sometimes required as well). Xlookup - I've never found practical use for, it was always easier to go with index&match or sumif...
  • @gusboy20
    you don't need to write concatenate, you could have used just the expression inside brackets =D3&" "&E3. Both work but when dealing with complex models, shorter formulas always help for auditing the model. Keep up the great work! I didn't know about the unique formula nor the camera function in your quick access video, great stuff! ;)
  • Thank you Kenji for the shortcuts and Xlookup formula. Please elaborate the use of Xlookup too.
  • @dvdmarkable
    thanks for this video. i think there’s a better way to make header and to fill the data in SUMIFS session. You can use transform combined with unique function to make the header, and using hashtag to fill the data. that way you only insert functions in 3 cells, and the table will expand automatically as the number of regions grow.
  • My new favorite youtuber. I am using all of this stuff from now on!
  • @Luis-oc6ml
    Hey Kenji! Thanks for the great video! You covered a lot of great formulas and I wanted to know where you learned them if possible. Thanks again for the great videos!
  • @devmodi6466
    Your videos are super powerful. Don't just stop. Keep it up.
  • @ProdigyShard
    Your uploading these with perfect timing, I’ve been trying to learn all these excel function in the past week
  • @mrCetus
    These excel videos are really interesting. Thank you very much
  • @max-gl2si
    To the point! Most useful finance videos on yt after Shkreli's finance streams, great job!
  • Great video - good coverage on some fundamental excel exercises!
  • @Redsoxman9991
    Thank you so much for this! I am about to take a little Excel test for a job and this was very helpful for it.